- Questions
- Get Started
- Question Options
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- Responses
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- Ready-Made Audiences
- Activity
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- Lists
- Introduction Message
- Prototype Directive
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- Profile Menu
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- Advanced Audiences
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- Filters
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- Intercepts
- Add a Test Question
- Billing
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- Creating Tests
- End of Test
- Data Report
- Comments
- Helio Templates
Custom Templates
For our Enterprise customers, this update also allows you to create your own custom templates. Simply click into a test you would like to replicate on your account, and choose “Make a Template” from the dropdown menu in the top right.
You will be taken to your account’s Templates page, which holds the collection of all the custom templates you have created. Your new custom template will already be listed here once you arrive, and each template will show the number of questions and the types of questions that are used in the test.
This view can also be found by visiting the Templates page at the top of your account and using the dropdown menu (pictured next to the search bar above) to filter all templates with the Custom Templates option.
As you hover over each template, you are given the choice to preview the survey (which shows you exactly what the test taking participants will see), or use the template to begin setting up a survey.
To change anything about this template on your custom templates page, go to the test that was used to create the template and make changes to the test itself.
Feel free to reach out if you have any questions or if you think there is a template we should add to the platform!